1. Post Mortem on Tax Season Presented by: Bill Parrish

2. Those Pesky Disclaimers This Information is copyright protected by (oneplusone) 3 and may not be reproduced or otherwise distributed without the written consent of (oneplusone) 3 This presentation is for informational purposes only and should only be implemented by a practitioner after appropriate due diligence has been performed Not all of the concepts and strategies proposed in this presentation may be appropriate for all practices. Careful study must be undertaken by anyone considering the implementation of these concepts and special attention should be given to individual state laws governing the practice of professionals.

3. Why Review Tax Season Now? It’s Over! It is Fresh in our Minds Now We Need to Improve Each and Every Year If we Don’t Make Changes Now, we Probably Never Will Don’t Yield to Procrastination

4. What Worked This Year? Scheduling? Staffing? Space? Tax Program? Computer System? Filing System? Fees?

5. What Things Did NOT Work? What Why How We Can Fix Those Are They Worth Fixing Are There Alternatives

6. Scheduling Was This a Last Minute Season Encourage Pre-scheduling Offer Discounts for Early Filers Charge Premium Fees for Procrastinators Stagger Schedules Among Personnel

7. Space What is the Right Amount and Type of Space for Your Practice Separate Waiting Area Confidential Interview Areas Secure Assembly and Prep Areas Did the Office Remain Neat and Clean

8. Staffing Were the Right People in the Right Places at the Right Times? Work Hours Training – Probably Needs Some Improvement Compensation

9. Tax Program Should I Consider Changing Alternative Systems ASP Systems Remote Servers Tax Prep vs. Practice Management Systems Interaction with Computer System

10. Identify Problem Clients Do It NOW! Rank Clients Weed Out Problematic Clients May be largest client(s) May be long term client(s) Look For Potential Liabilities Fire 10% of Your Client Base

11. Stress ss ss ss How Stressful Was This Season What Caused the Stress Can it be Resolved What Will I Do Now to Change This Stress is a Controllable Factor Schedule Personal Time for Everyone

12. Image Image Should Improve Each Year Image Should Be Progressive Image Should Exude Competence Image is All Encompassing Appearance Atmosphere Attitude

13. Disclosures Clients Often React Negatively More Requirements than Ever Before Demonstrate Compliance Turn Experience Into a Positive One for Clients Clients Want to Know You Are Complying

14. Paperless Either We Are Paperless or We Are Not If Not, Now is the Best Time to Start Makes Economical Sense Makes Operational Sense Resolves Future Space Issues Allows Flexibility in Staffing & Work Assignments

15. What We Can Do New Next Season Different for Each Practitioner Use Better Technology Become More Visible Have Marketing Plan in Place Recognize We Are In Control Be Confident Knowing Tax Season is Just 8 Months Away

16. For Information About ConnectEd: Jodi Goldberg, Director of Member Services National Society of Accountants 800-966-6679 Ext 1304 jgoldberg@nsacct.org About the Presentation Bill Parrish, Founder (oneplusone) 3 800-867-0065 Ext 1013 billparrish@oneplusone3.com www.oneplusone3.com

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